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Lovely - revenue guidance has increased by $15m to the $200m-$210m range.....

A blistering Q2 and H1. Utilisation and total revenues are massively up and ARPOR is solidly up. As is the fleet size, which bodes well.

And the outlook is great:

"Looking ahead, rig utilisation levels are expected to maintain the high levels seen through H1, with new rigs largely going to previously announced contracts, and demand remaining strong."

It's great to see non-drilling revenues start to approach a fifth of total revenues - even despite the huge increase in drilling revenues. The Sukari expansion is nicely on track and the necessary capex has now all been spent. And CAPD are also now expanding in Canada too.

Can't wait to see the new broker forecasts, but the current share price is surely ridiculously low:

Https://uk.advfn.com/stock-market/london/capital-CAPD/share-news/Capital-Limited-H1-2021-Trading-Update-Guidance/85590852

Looks like an innovative idea to increase distribution and sales:

Https://uk.advfn.com/stock-market/london/kape-technologies-KAPE/share-news/Kape-Technologies-PLC-PIA-introduces-a-new-way-of/85590953

"PIA introduces a new way of VPN subscription with 3 Hong Kong

Kape announces that Private Internet Access, its wholly owned privacy software provider ("PIA"), has entered into a content provision agreement for its Private Internet Access VPN ("PIA VPN") with cellular operator 3 Hong Kong.

The agreement is a first of its kind for Kape, with its award-winning VPN to be offered to customers of 3 Hong Kong. This is the first co-operation between PIA and a telecom operator. PIA VPN will be available for 3 Hong Kong's postpaid and prepaid customers who can subscribe to the service directly with 3 Hong Kong.

Ido Erlichman, Chief Executive Officer of Kape, commented:

"We are delighted to announce this agreement with 3 Hong Kong, which marks a first of its kind for Kape. We anticipate that with 3 Hong Kong's distribution capabilities and unique market positioning, coupled with PIA's brand recognition and tier one product, that we will successfully increase our product penetration in Hong Kong. This agreement is further evidence of the growing awareness and demand for privacy products amongst consumers and brands globally."

https://twitter.com/_CapitalLimited/status/1404633431758176257

More good drilling results from CORA this morning, with a nice mention of more work for CAPD:

Https://www.investegate.co.uk/cora-gold-limited--cora-/rns/further-high-grade-shallow-oxide-drill-results/202107140700021299F/

"The Capital Drilling Deep RC rig has been moved, following completion of the P2 deeper holes at Selin, to target follow-up on the high-grade intercepts reported at Zones A and C, and as part of the completion of the P2 resource consolidation process."

Also a tweet this morning from CAPD...

"Strong indicators the high activity levels in our drilling business will continue with S&P Global Market Intelligence drilling data for June showing a strong rebound, 355 projects, +83% YOY, up on moving 12mth avg of 299 & a 3-mth high. Gold matched this trend, also a 3-mth high."

Finally, a poster on ADVFN has summarised a useful list of CAPD's equity holdings as follows - this represents around $19m of value, so not far off 10% of further asset backing of the total m/cap:

PREDICTIVE DISCOVERY LIMITED $7.04m
Cora Gold Limited 0.81
GOLDEN RIM RESOURCES LTD 0.99
ARROW MINERALS LTD 0.37
FIREFINCH LIMITED 5.02
TANGA RESOURCES LIMITED 0.63
ALGOLD RESOURCES LTD. 0.45
AWALE RESOURCES LIMITED 0.77
DESERT GOLD VENTURES INC. 0.54
MARVEL GOLD LIMITED 2.49

Nice :o))

Buying coming in at steadily higher prices, and now at 749p....

Looks really good - wouldn't need many sales to makes a material impact on sales:

https://www.touchstar.co.uk/blog/touchstar-introduce-facestation-f2

"TouchStar ATC Introduce Suprema’s Contactless FaceStation F2 to their Time and Attendance Portfolio
12 July 2021

Manchester 12th July 2021. TouchStar ATC provide best fit time and attendance solutions including hardware, data management and mobile app’s for both local and remote workforce management. Following a period of development, they are pleased to announce that Suprema’s FaceStation F2-DB is now fully enabled on their FastLane back-end solution, enabling fast integration of the device into core business systems such as HR and Payroll.

The launch of Suprema’s FaceStation will mean that TouchStar will be able to offer their end users, partners, and system integrators a new best-in-class and contactless multimodal time and attendance hardware terminal. Offering credential options of face, card, and mobile access, the FaceStation is one of the most flexible devices available on the market. Further development by TouchStar will shortly see the fingerprint enabled FaceStation F2-ODB added to their hardware portfolio.

The integration of the FaceStation F2-DB into the TouchStar’s time and attendance hardware portfolio follows a successful period of development and coincides with the company’s recent brand refresh. Lynden Jones, Managing Director at TouchStar ATC comments, “We are delighted to announce the addition of the FaceStation F2 to our product portfolio with Suprema already well known for delivering new and innovative identification and authentication solutions to the market. The launch of this fantastic device has also provided us with an excellent platform to introduce our new refreshed brand, a fresh light blue colour scheme which reflects the new innovative developments that we are now able to promote. We believe that the FaceStation is real game changer, it delivers exceptional authentication accuracy and anti-spoofing performance by the fusion of visual and infrared face recognition technology. With the demand for contactless devices on the rise, it provides the mission critical identity management and health and safety capabilities that businesses need today to get employees back into the workplace.”

Designed to be simple and intuitive, the FaceStation drives operational efficiencies, automating key workforce management processes and reducing costs. Not only does it provide a secure and compliant working environment, but it also provides real time management visibility. With its huge memory capacity, the FaceStation can easily handle large numbers of users, accommodating up to 100,000 users*, 50,000 image logs and 5,000,000 text logs.

The FaceStation is suitable for use across a number of sectors and environments, from Healthcare and Education, through to Retail, Warehousing and Commercial.

etc"

https://*************.net/dekel-agri-vision-strong-first-half-for-the-palm-oil-business-interview

"Dekel Agri-vision plc (LON:DKL) CEO Lincoln Moore joins ************* to discuss its half year production update for the period ending 30th June 2021. Lincoln talks us through the key points, explains what drove a significant CPO price increase in June, shares his view on palm oil prices, how the company is tracking against Arden 2021/22 numbers and what else investors can expect over the next month or two."

Great news today - and as a result......

JEFFERIES RAISES SERICA ENERGY PLC PRICE TARGET TO 190 (166) PENCE - 'BUY'

Great to see CNIC tipped overnight on Master Investor - you can't beat 99% recurring income!

The share price has been steadily moving upwards, no doubt helped by that tip. 110p isn't a bad initial target price to aim for, but given the multiples which CNIC's American comparators are trading on I believe we may see a lot more over time than MWM's 125p-150p.

A poster elsewhere has also written this about last night's presentation at Mello:

"The main point for me was the statement that Blackrock have been selling their holding and that has now completed. 35 Funds hold the company and management hold over 30%. Also relevant to me was the presentation by a Fund Manager called Philip Rodrigs who holds it in his portfolio and he was positive on its prospects as well. He also impressed me in his wider perspective."

Good to see this from Slater Investments in their Income Fund Commentary dated 8th July (last week):

Https://slaterinvestments.com/financial_posts/commentary-slater-income-fund-annual-report-for-the-year-to-30th-april-2021/

"Major Contributors – Growth Companies

The biggest contributor was Sureserve, the safety surveyor for social housing. It rose +116% and contributed +3.30%. This performance had little to do with the general market but rather was thanks to the company’s full return to health. Between 2016 and 2019 it struggled with the dead weight of its construction operations. After these were jettisoned the building safety business was able to shine through. In the year to March 2021, its sales rose 5%, its operating profits rose 22% and its adjusted earnings per share rose 26%. This performance came despite a 58% fall in profits in the Energy division, which is much smaller than Compliance. Energy had geared up for a rapid increase in demand for installing smart meters. This was impacted by Covid-19 but it is seeing a pick-up in demand. We think there is great scope for Sureserve to expand by acquisition."

Excellent move up at 87.2p-90p now, witht the last buy coming in at the full 90p offer.

Finncap's prior target price was 9.3p, so the now 9.5p is a relatively small increase.

Once cashew production is up and running soon then perhaps there'll be a further increase.

Promising stuff from today's Times:

Https://www.thetimes.co.uk/article/payouts-for-families-to-offset-green-energy-bills-in-drive-towards-net-zero-emissions-jdg2lk6js

"Ministers are also examining proposals for a boiler scrappage scheme to reduce the upfront costs of converting from gas to renewable energy.

The government is expected to inject hundreds of millions of pounds into the new Clean Heat Grant, due to start next April. The scheme will offer people £4,000 towards the cost of green heating systems. It is expected to be particularly targeted at those living “off grid” who rely on LPG and oil to heat their homes."

Arden say Buy today, and have increased their target price to 9.5p:

Extracts:

"Dekel Agri-Vision have published their June production Update bringing about a half year summary, the strongest in the history of their listing. In line with the very impressive high season and pricing environment, we have updated our model to reflect increased average prices secured, resulting in an increased target price to 9.5p and at the current price of 5p this represents a 90% indicative upside."

"On our DCF sum of parts valuation we value the company at 9.5p per share and reiterate our buy recommendation. We believe that when the imminent cashew nut plant commences throughput, the market will recognise the value of strong diversification as Dekel ramps up cashew revenues. The stock yields 23% FCF in 2022 on our conservative forecasts with increases in cashew processing utilisation to come online later this year which will drive value. Reiterate strong buy rating."

INSE co-presented with BAT in a summit showing how companies can best adapt to and adopt climate risk reporting, following the the Task Force on Climate-related Financial Disclosures (TCFD) recommendations.

Lots of revenue potential here for INSE too:

Https://www.edie.net/news/9/Five-top-tips-for-adopting-TCFD-aligned-climate-risk-reporting-for-your-organisation/

Extract:

"As Inspired Energy’s chief executive Mark Dickinson explained during the session, TCFD-aligned disclosure is soon to be mandated in the UK and in other G7 nations. While some leading organisations have already started disclosing voluntarily, he explained, many are now looking for practical advice purely for compliance.

He outlined how the mandate in the UK, which will come into effect in either April 2022 or 2023 subject to consultation, will apply to all premium listed companies; all AIM-listed companies with 500 or more employees; and all private companies and LLPs with more than £500m in turnover and/or more than 500 employees."

Terrific H1 update - June CPO prices achieved were 82% higher than last year! And the €915 average realised price was even way above the "smoothed out" €800 price DKL had been preparing us for in prior RNS's.....plus June production was 13% above last year, with overall H1 production 11% up.

In summary, this H1 alone will "significantly surpass" last year's €1.9m H1 EBITDA - for a £24.8m m/cap company.

Plus there is hugely more stock in hand now compared to last year in all of CPO, PKC and PKO, meaning that DKL's H2 will also be stronger than last year and will continue to take advantage of the current multi-year high sale prices.

Hopefully it's time for a further re-rating now:

Https://uk.advfn.com/stock-market/london/dekel-agri-vision-DKL/share-news/Dekel-Agri-Vision-PLC-Half-Year-Production-Update/85550895

The Naked Trader's latest column was only late this afternoon and had this to say, so hopefully it'll create further interest:

"Elsewhere Sureserve (SUR) where I have a patient long-term holding announced today a super contract worth £36m with PA housing.

It continues to win nice contracts and I think Sureserve shares are worth north of 100p."

Good coverage on the respected Techmarketview:

Https://www.techmarketview.com/ukhotviews/archive/2021/07/07/centralnic-sees-value-in-knowledge

"CentralNIC sees value in knowledge

Fast-growing internet domain name and web services provider CentralNic Group plc has established a Data and Artificial Intelligence Group (DAIG) to better leverage its extensive data sets. The company, a rapidly scaling, acquisition hungry “house of brands” (see here), has consolidated a number of businesses in a highly fragmented market. The Group now has more than 45m domains using at least one of its platforms (c.13% of domains worldwide) over which it is layering on an expanding array of monetisation services.

CentralNic stores, manages, and is exposed to huge datasets which can be used for advanced analysis. These include navigation data on tens of millions of daily DNS queries, ad-tech data on tens of millions of domain advertisements, site usage data on hundreds of millions of unique visits and millions of monthly clicks, and similarly extensive data on transactions and registrations. The company believes that, through the use of AI and machine learning applications, it will be able to offer its clients valuable insights to support improved customer service, enhanced marketing, reduced customer churn and automated detection of non-compliant customer activity.

To help its acquired businesses to focus primarily on sales, CentralNIC has in recent times been building centalised functions for Finance, HR and Product Development. The launch of the DAIG, which brings together 14 data analysts from its different subsidiaries, is a logical next step along this path. It looks like a smart move by a company that is expected to deliver yoy revenue growth of around 25% in FY21."

Terrific news - an 8-year contract worth £36 million, and for a new client too. The markets love secure long-term revenues like this.

And yet the P/E here is barely above 10. Crazy:

Https://uk.advfn.com/stock-market/london/sureserve-SUR/share-news/Sureserve-Group-PLC-8-year-contract-worth-GBP36-mi/85542503

Good news this morning from CAPD client Altus Strategies at their Tabakorole drill site, with "a number of drilling programmes" forecast by the CEO:

https://www.investegate.co.uk/altus-strategies-plc--als-/rns/drilling-results-at-tabakorole-gold-project--mali/202107080700055904E/

And also great news from Cora Gold:
https://www.investegate.co.uk/cora-gold-limited--cora-/rns/world-class-intersection--19m---31.56-g-t-au/202107070700033737E/

An excellent summary of current matters yesterday from dangersimpson2 FYI:

"In general, the CAPD equity portfolio is doing very well and stands at around $35m by my estimates, or over 17% of the current market cap, having gained over $7m in value in 21H1. And this is despite them topslicing over a $1m of Firefinch and largely selling out of Arrow Minerals for a few hundred $k.

However, good drilling results at Cora are positive for CAPD whether they still hold the shares or not, as they tend to drive further infill drilling campaigns. In the long term, this also increases the chance of production drilling contracts if these projects get developed.

Also of note is that Hummingbird also had positive drill results today: hTTps://www.investegate.co.uk/hummingbird-res.--hum-/rns/sanioumale-east-drilling-results-and-tvr/202107070700033679E/

9m at 26g/t not quite as good as Cora but again this is likely to be a CAPD drilling campaign where such positive results will drive further drilling activity.

In many ways, CAPD's clients success is their success also. Doubly so for the ones where they hold significant equity stakes too."